See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,445 | $176,056+35.4% | $159,436+49.6% | $167,490+42.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.37% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,647 | $5,297-31.1% | $4,829-24.5% | $4,837-24.6% |
| Participant deferral / active EE | $8,874 | $7,750+14.5% | $7,352+20.7% | $6,341+39.9% |
| Admin fee / account holder | $3,777 | $12,554-69.9% | $10,799-65.0% | $12,309-69.3% |